United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in United Parcel Service Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,209
- −22 vs. Q2 2023
- Shares held
- 506.5M
- −340.7K (−0.1%) vs. Q2 2023
- Total value
- $78.9B
- −$12.0B (−13.2%) vs. Q2 2023
- New holders
- 134
- 893 more added
- Sold out
- 156
- 905 more reduced
26 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 46,398 | $7.23M | 0.83% | −409−0.9% | Reduced |
| Engineers Gate Manager LP | 46,458 | $7.24M | 0.27% | +8,803+23.4% | Added |
| XML Financial, LLC | 46,801 | $7.29M | 0.87% | −330−0.7% | Reduced |
| Mattern Capital Management, LLC | 46,996 | $7.33M | 1.19% | +3,309+7.6% | Added |
| Citizens Financial Group Inc | 47,015 | $7.33M | 0.30% | −1,108−2.3% | Reduced |
| Prudential PLC | 47,077 | $7.34M | 0.09% | +18,525+64.9% | Added |
| Live Oak Private Wealth LLC | 47,502 | $7.40M | 1.58% | +153+0.3% | Added |
| Country Club Bank | 47,860 | $7.44M | 0.61% | −787−1.6% | Reduced |
| Olstein Capital Management, L.P. | 48,000 | $7.48M | 1.28% | +1,000+2.1% | Added |
| Tufton Capital Management | 48,081 | $7.49M | 1.67% | +1,284+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 48,083 | $7.49M | 0.11% | +2,110+4.6% | Added |
| CSM Advisors, LLC | 48,165 | $7.51M | 0.65% | −50−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 48,250 | $7.52M | 0.30% | +1,623+3.5% | Added |
| Intact Investment Management Inc. | 48,800 | $7.61M | 0.33% | +3,750+8.3% | Added |
| Signaturefd, LLC | 48,926 | $7.63M | 0.20% | −798−1.6% | Reduced |
| MAI Capital Management | 49,056 | $7.65M | 0.11% | +612+1.3% | Added |
| Evergreen Capital Management LLC | 49,264 | $7.68M | 0.34% | −3,082−5.9% | Reduced |
| Edgar Lomax Co | 49,438 | $7.71M | 0.52% | −895−1.8% | Reduced |
| Hartford Investment Management Co | 49,474 | $7.71M | 0.31% | −1,551−3.0% | Reduced |
| Visionary Wealth Advisors | 49,524 | $7.72M | 0.63% | +324+0.7% | Added |
| Intech Investment Management LLC | 49,536 | $7.72M | 0.11% | −24,098−32.7% | Reduced |
| Hendley & Co Inc | 49,574 | $7.73M | 3.11% | +119+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 49,833 | $7.77M | 0.60% | −978−1.9% | Reduced |
| Shelton Capital Management | 49,895 | $7.78M | 0.29% | +10,800+27.6% | Added |
| Stonegate Investment Group, LLC | 50,174 | $7.82M | 0.28% | −1,795−3.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,258 | $7.83M | 0.79% | −142−0.3% | Reduced |
| First National Trust Co | 50,439 | $7.86M | 0.38% | −3,371−6.3% | Reduced |
| Advocate Group LLC | 50,727 | $7.91M | 1.83% | +1,361+2.8% | Added |
| LGT Group Foundation | 51,057 | $7.92M | 0.20% | −9,886−16.2% | Reduced |
| Resources Management Corp | 50,889 | $7.93M | 1.29% | +994+2.0% | Added |
| Assetmark, Inc | 51,893 | $8.09M | 0.03% | +7,466+16.8% | Added |
| Securian Asset Management, Inc | 51,903 | $8.09M | 0.24% | −7,225−12.2% | Reduced |
| Bell Bank | 52,335 | $8.16M | 0.89% | +291+0.6% | Added |
| Tower Bridge Advisors | 52,371 | $8.16M | 0.76% | +1,405+2.8% | Added |
| Argent Trust Co | 52,459 | $8.18M | 0.45% | −867−1.6% | Reduced |
| Anchor Investment Management, LLC | 52,546 | $8.19M | 1.07% | +507+1.0% | Added |
| Executive Wealth Management, LLC | 52,606 | $8.20M | 0.85% | +313+0.6% | Added |
| Tredje AP-fonden | 52,738 | $8.22M | 0.12% | +704+1.4% | Added |
| Bailard, Inc. | 52,896 | $8.24M | 0.27% | +41,317+356.8% | Added |
| Bryn Mawr Trust Co | 52,957 | $8.25M | 0.36% | −51,321−49.2% | Reduced |
| Kingsview Wealth Management, LLC | 53,481 | $8.34M | 0.30% | +339+0.6% | Added |
| Grace & White Inc | 53,690 | $8.37M | 1.56% | 00.0% | Unchanged |
| First National Bank of Omaha | 53,904 | $8.40M | 0.55% | −3,289−5.8% | Reduced |
| Amica Mutual Insurance Co | 55,289 | $8.62M | 1.01% | +15,401+38.6% | Added |
| Oppenheimer & Co Inc | 55,410 | $8.64M | 0.18% | +6,327+12.9% | Added |
| Capstone Investment Advisors, LLC | 55,711 | $8.68M | 0.23% | +38,808+229.6% | Added |
| Maryland State Retirement & Pension System | 55,780 | $8.69M | 0.20% | +456+0.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 55,800 | $8.70M | 0.04% | +55,800 | New |
| Lee Danner & Bass Inc | 55,998 | $8.73M | 0.79% | +4,057+7.8% | Added |
| Texas Yale Capital Corp. | 56,114 | $8.75M | 0.39% | −360−0.6% | Reduced |
| Hamel Associates, Inc. | 56,158 | $8.75M | 3.20% | +152+0.3% | Added |
| Eagle Ridge Investment Management | 56,505 | $8.81M | 0.96% | −209−0.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 57,244 | $8.92M | 2.78% | +1,780+3.2% | Added |
| Unigestion Holding SA | 57,478 | $8.94M | 0.55% | +10,986+23.6% | Added |
| Mastrapasqua Asset Management Inc | 57,382 | $8.94M | 1.05% | −444−0.8% | Reduced |
| Linscomb & Williams, Inc. | 57,408 | $8.95M | 0.52% | −1,979−3.3% | Reduced |
| CapWealth Advisors, LLC | 57,498 | $8.96M | 1.15% | +1,159+2.1% | Added |
| Capital Management Corp | 57,693 | $8.99M | 2.03% | +12,387+27.3% | Added |
| Macquarie Group Ltd | 58,332 | $9.09M | 0.01% | +8,088+16.1% | Added |
| Eagle Asset Management Inc | 58,599 | $9.13M | 0.05% | −366,552−86.2% | Reduced |
| Colony Group LLC | 58,828 | $9.17M | 0.14% | −107−0.2% | Reduced |
| Kentucky Retirement Systems | 59,059 | $9.21M | 0.32% | +785+1.3% | Added |
| Romano Brothers and Company | 59,631 | $9.29M | 1.45% | +320+0.5% | Added |
| Sigma Investment Counselors Inc | 60,083 | $9.37M | 0.71% | −207−0.3% | Reduced |
| ING Groep NV | 60,201 | $9.38M | 0.08% | +44,760+289.9% | Added |
| Prospera Financial Services Inc | 60,443 | $9.42M | 0.36% | +1,050+1.8% | Added |
| Wilkins Investment Counsel Inc | 60,656 | $9.45M | 2.56% | −500−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 60,661 | $9.46M | 0.29% | +1,139+1.9% | Added |
| Integrated Wealth Concepts LLC | 60,802 | $9.48M | 0.17% | −4,754−7.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 60,948 | $9.50M | 0.43% | +1,168+2.0% | Added |
| Glenview Trust Co | 61,121 | $9.53M | 0.26% | −220−0.4% | Reduced |
| Lynch & Associates | 61,215 | $9.54M | 2.52% | −479−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 62,214 | $9.69M | 0.48% | +56,859+1,061.8% | Added |
| LVM Capital Management Ltd | 62,465 | $9.74M | 1.37% | −1,388−2.2% | Reduced |
| Stonebridge Capital Advisors LLC | 62,592 | $9.76M | 1.07% | +2,308+3.8% | Added |
| Cullinan Associates Inc | 63,520 | $9.90M | 0.58% | +2,763+4.5% | Added |
| Wesbanco Bank Inc | 63,735 | $9.93M | 0.43% | +1,025+1.6% | Added |
| 9258 Wealth Management, LLC | 64,433 | $10.0M | 1.95% | −613−0.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 65,062 | $10.1M | 1.14% | −1,894−2.8% | Reduced |
| Isthmus Partners, LLC | 65,111 | $10.1M | 1.46% | +498+0.8% | Added |
| Noesis Capital Mangement Corp | 65,147 | $10.2M | 2.66% | −373−0.6% | Reduced |
| Payden & Rygel | 65,210 | $10.2M | 0.80% | −300−0.5% | Reduced |
| Payden & Rygel Investment Group | 65,210 | $10.2M | 0.80% | +65,210 | New |
| Quadrature Capital Ltd | 65,199 | $10.2M | 0.21% | +5,428+9.1% | Added |
| Steward Partners Investment Advisory, LLC | 65,692 | $10.2M | 0.16% | +1,152+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 65,803 | $10.3M | 0.10% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 65,818 | $10.3M | 0.79% | −1,697−2.5% | Reduced |
| British Columbia Investment Management Corp | 65,899 | $10.3M | 0.10% | +546+0.8% | Added |
| Graham Capital Management, L.P. | 66,096 | $10.3M | 0.31% | −48,708−42.4% | Reduced |
| Congress Wealth Management LLC | 66,342 | $10.3M | 0.21% | +2,330+3.6% | Added |
| TownSquare Capital, LLC | 66,346 | $10.3M | 0.19% | −4,748−6.7% | Reduced |
| Gulf International Bank (UK) Ltd | 66,437 | $10.4M | 0.29% | −6,644−9.1% | Reduced |
| Abn Amro Investment Solutions | 66,786 | $10.4M | 0.20% | +6,416+10.6% | Added |
| Point72 Middle East FZE | 66,869 | $10.4M | 0.63% | +66,869 | New |
| Mackenzie Financial Corp | 67,871 | $10.4M | 0.02% | −620−0.9% | Reduced |
| Congress Asset Management Co | 67,180 | $10.5M | 0.09% | +2,020+3.1% | Added |
| TD Waterhouse Canada Inc. | 65,256 | $10.5M | 0.11% | −2,998−4.4% | Reduced |
| Hendershot Investments Inc. | 67,376 | $10.5M | 1.76% | −1,777−2.6% | Reduced |
| Lathrop Investment Management Corp | 67,525 | $10.5M | 2.27% | −2,801−4.0% | Reduced |
| M&G Investment Management Ltd | 67,615 | $10.5M | 0.08% | +16,573+32.5% | Added |